Accounting and Trust Services

From document receipt to file archiving, streamlined organization.

Automate your document workflows, reduce filing errors, and keep every client dossier audit-ready.

Accounting and trust firms rely on rigorous document management.

Each client, fiscal year, and regulatory obligation generates a large volume of invoices, bank statements, declarations, and supporting documents.Without a structured system, information is scattered across emails, shared drives, and physical archives.

Fully integrated with Microsoft 365.Ketl structures and secures your document management by automatically classifying, naming, and archiving every document in your Microsoft 365 environment.

AI-assisted filing by client and fiscal year

This innovation significantly reduces time spent on filing, saving dozens of hours each month for an accounting firm.

1When a document is received via email, Ketl analyzes it using its integrated document AI engine.

2Client names, references, dates, and other relevant information are automatically identified.

nom_clientCarlos

exercice2024

type_documentFacture

3Whether it’s an invoice, pay slip, or tax declaration, AI determines the appropriate location.

File inOneDrive/Carlos/2024/Facture

Ketl’s AI-assisted filing reduces human error risk and ensures compliant archiving with one click.

Return on investmentBy reducing time spent on manual filing, document search, and client follow-up, Ketl enables trust firms to handle increased volumes with the same resources.Less administrative time means more availability for advisory work, less tedious tasks, and better control of operational costs.

Before KetlDocuments scattered across emails and folders.Manual filing by staffInconsistent naming across clients and fiscal yearsSignificant time spent searching for accounting documentsAudit preparation requiring manual reconstruction of history

After KetlAI-assisted filing and structured archiving in Microsoft 365Standardized folder hierarchy by client, fiscal year, period, and document typeInstant search across all documentsIntegrated validation workflows and task trackingComplete audit trails available at any timeSimplified and secure audit preparation

Less administrative burden, controlled timelines, and enhanced compliance.

Key benefits for accounting firms

Thanks to smart search, employees find any document using keywords, numbers, or extracted data — e.g., “Q3 VAT Declaration Client ABC”.

OCR technology makes scanned documents fully searchable.

Client or auditor requests can thus be processed in significantly reduced time.

Quantified metrics

Conservative estimates tailored for accounting and trust firms.

Typical impact for a medium-sized trust firm

1 to 3 minutes saved per document thanks to smart filing

10 to 30 hours saved per month per team on filing alone

Observed total productivity gain of 15% to 30% per employee

What this enables

Processing higher document volumes without increasing staff

Reduced response times to client and auditor requests

Reduction of repetitive, low-value tasks

Enter a new era of document managementSchedule a personalized demo.